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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,982 | $49,177-24.8% | $79,466-53.5% | $64,173-42.4% |
| Participation rate | 60.5% | 65.0%-4.6pp | 73.3%-12.9pp | 69.6%-9.1pp |
| Annual return | -4.93% | -1.16%-3.8pp | 718.28%-723.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,670 | $2,076-19.6% | $2,800-40.4% | $2,381-29.9% |
| Participant deferral / active EE | $4,596 | $2,821+62.9% | $3,704+24.1% | $3,470+32.5% |
| Admin fee / account holder | $17,516 | $3,839+356.3% | $5,104+243.2% | $4,887+258.4% |